Trinity Wealth Management LLC
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Overview
Trinity Wealth Management LLC operates as an advisory company located in Cincinnati, Ohio. It administers $272.6 million in assets under management over 650 customer accounts, placing it in the mid-tier of firms in the country by assets under management (AUM). It has a small group, including 3 financial advisors. Trinity Wealth Management LLC does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets such as bonds, options and equities.
Trinity Wealth Management LLC manages all of its client assets in a discretionary manner. Discretionary management signifies that an investment advisor makes transaction choices for the client's account without requiring client approval. The company's average account size is $419,318. The average financial advisor at Trinity Wealth Management LLC oversees around 217 client accounts.
Trinity Wealth Management LLC's headquarters is at 8040 Hosbrook Road, Cincinnati, Ohio 45236. Trinity Wealth Management LLC is registered to provide services to investors in the state of Ohio.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Trinity Wealth Management LLC by the Numbers
$272.6 million
4
650
$419.3 thousand
Products and Services
Services that Trinity Wealth Management LLC offers can include financial planning services and portfolio management for individuals and small businesses. In the past financial year, the firm provided 51-100 of its accounts with financial planning services. Trinity Wealth Management LLC is not engaged in selling products or offering services apart from investment advice to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees typically are based on which services the firm provides the client. Fee types billed by Trinity Wealth Management LLC most likely include any blend of the following fee types: asset-based, hourly or fixed. The company does not supply a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm caters to retail investors and high net worth investors. Out of its 650 accounts, Trinity Wealth Management LLC's largest client by number of accounts is high net worth investors, though it also caters to 72 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts reside abroad.
- High-Net-Worth Individuals* - 73.47%
- Other Individuals - 26.53%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Trinity Wealth Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Trinity Wealth Management LLC
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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